Assignment

Assign To feature in ERPNext allows you to allocate particular document to specific user, whom needs to further work on that document.

For example, if Sales Order needs to be approved/submitted by Sales Manager, first draft user can allocate that Sales Order to Sales Manager. On allocating document to Sales Manager, it will be added to that user's ToDo list. Same way, allocation can also be done to Material User and Account user who needs to create Delivery Note and Sales Invoice respectively against this Sales Note.

Permissions restriction cannot be done based on Assigned To.

Following are the steps to assign document to another user.

Step 1: Click on the Assign To Button

Assign to option is located at the footer of document. Clicking on Assignment Icon on the tool bar will fast-forward you to footer of same document.

Assign

Step 2: Assign to User

In the Assign To section, you will find option to select User to whom this document will be assigned to. You can assign one document to multiple people at a time.

Assign

With assignment, you can also leave a comment for the review of assignee.

ToDo List of Assignee

This transaction will appear in the To-do list of the ser in “Todo” section.

Assign

Removing Assignment

User will be able to remove assignment by clicking on "Assignment Completed" button in the document.

Assign

Once assignment is set as completed, Status of its ToDo record will be set as Closed.

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